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Morningstar (MORN) Institutional Ownership

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$262.42 +1.16 (+0.44%)
Closing price 08/29/2025 04:00 PM Eastern
Extended Trading
$262.46 +0.04 (+0.02%)
As of 08/29/2025 04:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
320
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$1.14B
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Squarepoint Ops LLC18,143$5.70M0.0%-71.7%0.043%
8/26/2025 Thrivent Financial for Lutherans22,097$6.94M0.0%+28.4%0.052%
8/19/2025 Advisory Services Network LLC2,625$824K0.0%+6.4%0.006%
8/19/2025 Liontrust Investment Partners LLP391,816$123.00M1.8%+21.3%0.929%
8/18/2025 Hudson Bay Capital Management LP660$207K0.0%N/A0.002%
8/18/2025 Geneos Wealth Management Inc.151$47K0.0%-27.4%0.000%
8/18/2025 Ashford Capital Management Inc.6,059$1.90M0.2%+12.3%0.014%
8/16/2025 FORA Capital LLC1,264$397K0.0%N/A0.003%
8/16/2025 Headlands Technologies LLC4,851$1.52M0.2%-30.7%0.012%
8/15/2025 CANADA LIFE ASSURANCE Co20,256$6.36M0.0%-4.5%0.048%
8/15/2025 Tower Research Capital LLC TRC 1,856$583K0.0%+104.9%0.004%
8/15/2025 Corient Private Wealth LLC8,428$2.65M0.0%-4.4%0.020%
8/15/2025 Kensington Investment Counsel LLC10,343$3.25M1.4%-0.6%0.025%
8/15/2025 Captrust Financial Advisors75,647$23.75M0.1%+2.8%0.179%
8/15/2025 Vident Advisory LLC11,184$3.51M0.0%+15.8%0.027%
8/15/2025 Voleon Capital Management LP26,933$8.46M0.5%+28.7%0.064%
8/15/2025 Wasatch Advisors LP644,799$202.42M1.1%-2.9%1.529%
8/15/2025 Two Sigma Securities LLC4,441$1.39M0.2%N/A0.011%
8/15/2025 Tidal Investments LLC1,055$331K0.0%-12.4%0.003%
8/15/2025 Sea Cliff Partners Management LP24,000$7.53M2.6%N/A0.057%
8/15/2025 Select Equity Group L.P.1,113,301$349.50M1.5%-5.1%2.639%
8/15/2025 Sone Capital Management LLC14,559$4.57M0.4%-62.2%0.035%
8/15/2025 MML Investors Services LLC6,033$1.89M0.0%+9.4%0.014%
8/15/2025 Man Group plc16,421$5.16M0.0%-14.8%0.039%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.641$201K0.0%N/A0.002%
8/15/2025 Lazard Asset Management LLC48,952$15.37M0.0%+367.9%0.116%
8/15/2025 HRT Financial LP31,773$9.97M0.0%+85.2%0.075%
8/15/2025 Holocene Advisors LP29,211$9.17M0.0%+37.2%0.069%
8/15/2025 Hudson Bay Capital Management LP660$207K0.0%N/A0.002%
8/15/2025 Great Valley Advisor Group Inc.1,431$449K0.0%-8.2%0.003%
8/15/2025 EP Wealth Advisors LLC711$223K0.0%N/A0.002%
8/15/2025 Engineers Gate Manager LP27,114$8.51M0.1%+42.3%0.064%
8/15/2025 Cubist Systematic Strategies LLC41,559$13.05M0.1%-7.8%0.099%
8/15/2025 Benjamin Edwards Inc.2,197$690K0.0%+9.4%0.005%
8/15/2025 BNP Paribas Financial Markets17,696$5.56M0.0%+127.8%0.042%
8/15/2025 Brevan Howard Capital Management LP9,354$2.94M0.0%+84.6%0.022%
8/15/2025 Bamco Inc. NY1,295,326$406.64M1.1%-0.3%3.071%
8/15/2025 Bank of America Corp DE912,053$286.32M0.0%-0.5%2.162%
8/15/2025 Ameriprise Financial Inc.44,284$13.90M0.0%+44.7%0.105%
8/15/2025 AQR Capital Management LLC293,969$92.29M0.1%+691.0%0.697%
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8/14/2025 California State Teachers Retirement System25,483$8M0.0%-0.8%0.060%
8/14/2025 Raymond James Financial Inc.61,286$19.24M0.0%+3.9%0.145%
8/14/2025 Worldquant Millennium Advisors LLC2,819$885K0.0%N/A0.007%
8/14/2025 Quantinno Capital Management LP31,146$9.78M0.0%+48.2%0.074%
8/14/2025 Diversify Wealth Management LLC4,070$1.28M0.1%+19.6%0.010%
8/14/2025 Diversify Advisory Services LLC1,567$492K0.0%+17.7%0.004%
8/14/2025 Osterweis Capital Management Inc.92$29K0.0%N/A0.000%
8/14/2025 Treasurer of the State of North Carolina10,984$3.45M0.0%-10.0%0.026%
8/14/2025 The Manufacturers Life Insurance Company 20,455$6.42M0.0%-6.2%0.048%
8/14/2025 Squarepoint Ops LLC18,143$5.70M0.0%-71.7%0.043%
8/14/2025 Sei Investments Co.140,323$44.05M0.1%+1.1%0.333%
8/14/2025 Nebula Research & Development LLC1,448$455K0.0%-77.0%0.003%
8/14/2025 Dearborn Partners LLC9,663$3.03M0.1%+525.0%0.023%
8/14/2025 Qube Research & Technologies Ltd138,932$43.62M0.0%+58.8%0.329%
8/14/2025 iSAM Funds UK Ltd861$270K0.1%N/A0.002%
8/14/2025 State Street Corp784,175$246.18M0.0%-7.7%1.859%
8/14/2025 Daiwa Securities Group Inc.12,717$3.99M0.0%-6.3%0.030%
8/14/2025 WINTON GROUP Ltd5,115$1.61M0.1%N/A0.012%
8/14/2025 Natixis12,948$4.07M0.0%-58.1%0.031%
8/14/2025 Bank of Nova Scotia32,000$10.05M0.0%-28.1%0.076%
8/14/2025 Cerity Partners LLC4,270$1.34M0.0%-21.3%0.010%
8/14/2025 Federated Hermes Inc.2,048$643K0.0%-3.2%0.005%
8/13/2025 Jump Financial LLC20,266$6.36M0.1%+18.7%0.048%
8/13/2025 Cresset Asset Management LLC1,130$355K0.0%-26.9%0.003%
8/13/2025 Amundi162,681$50.51M0.0%+22,716.4%0.386%
8/13/2025 First Trust Advisors LP14,400$4.52M0.0%-79.3%0.034%
8/13/2025 EverSource Wealth Advisors LLC561$176K0.0%+2,450.0%0.001%
8/13/2025 Invesco Ltd.280,923$88.19M0.0%+266.5%0.666%
8/13/2025 1832 Asset Management L.P.8,600$2.70M0.0%N/A0.020%
8/13/2025 CW Advisors LLC14,043$4.41M0.0%+5.9%0.033%
8/13/2025 Arrowstreet Capital Limited Partnership193,612$60.78M0.0%+18.8%0.459%
8/13/2025 Quantbot Technologies LP1,758$552K0.0%-93.1%0.004%
8/13/2025 M&T Bank Corp8,445$2.65M0.0%+0.8%0.020%
8/13/2025 Fisher Asset Management LLC16,141$5.07M0.0%-8.0%0.038%
8/13/2025 Claret Asset Management Corp744$233K0.0%+7.4%0.002%
8/13/2025 Edgestream Partners L.P.20,225$6.35M0.2%N/A0.048%
8/13/2025 Panagora Asset Management Inc.58,661$18.42M0.1%+3.5%0.139%
8/13/2025 Sepio Capital LP4,008$1.26M0.1%-31.7%0.010%
8/13/2025 Grandeur Peak Global Advisors LLC4,986$1.57M0.2%+30.7%0.012%
8/13/2025 New York State Common Retirement Fund12,641$3.97M0.0%-9.5%0.030%
8/13/2025 Schroder Investment Management Group166,898$52.24M0.0%+50.9%0.396%
8/13/2025 Loomis Sayles & Co. L P7,631$2.40M0.0%+207.5%0.018%
8/13/2025 Norges Bank296,958$93.22M0.0%N/A0.704%
8/13/2025 Hsbc Holdings PLC6,140$1.92M0.0%-56.3%0.015%
8/13/2025 Capital Fund Management S.A.15,057$4.73M0.0%N/A0.036%
8/13/2025 State Board of Administration of Florida Retirement System25,013$7.85M0.0%+0.6%0.059%
8/13/2025 Quadrant Capital Group LLC1,718$539K0.0%+65.4%0.004%
8/13/2025 Employees Retirement System of Texas184$58K0.0%N/A0.000%
8/13/2025 Russell Investments Group Ltd.15,086$4.74M0.0%-20.2%0.036%
8/12/2025 XTX Topco Ltd3,490$1.10M0.0%-46.8%0.008%
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8/12/2025 Ameritas Investment Partners Inc.5,168$1.62M0.1%-2.8%0.012%
8/12/2025 Prudential Financial Inc.21,826$6.85M0.0%+10.7%0.052%
8/12/2025 American Century Companies Inc.15,308$4.81M0.0%+82.8%0.036%
8/12/2025 Segall Bryant & Hamill LLC40,792$12.81M0.2%+6.7%0.097%
8/12/2025 Rhumbline Advisers71,584$22.47M0.0%-6.0%0.170%
8/12/2025 Dundas Partners LLP895$281K0.0%-41.2%0.002%
8/12/2025 Legal & General Group Plc49,501$15.54M0.0%+3.8%0.117%
8/12/2025 MAI Capital Management226$71K0.0%+47.7%0.001%
8/12/2025 Seeds Investor LLC972$305K0.1%-40.0%0.002%
8/12/2025 JPMorgan Chase & Co.236,324$74.19M0.0%+17.7%0.560%
(Data available from 1/1/2016 forward)

MORN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORN shares?

During the previous two years, 457 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($797.79M), Morgan Stanley ($458.48M), Bamco Inc. NY ($406.64M), Select Equity Group L.P. ($349.50M), Wellington Management Group LLP ($323.80M), Bank of America Corp DE ($286.32M), and Kayne Anderson Rudnick Investment Management LLC ($272.93M).Learn more on Morningstar's institutional investors.

What percentage of Morningstar's stock is owned by institutional investors?

57.02% of Morningstar's stock is owned by institutional investors. Learn more on MORN's institutional investor holdings.

Which institutional investors have been buying Morningstar's stock?

Of the 389 institutional investors that purchased Morningstar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($928.43K), Wellington Management Group LLP ($644.73K), Massachusetts Financial Services Co. MA ($555.40K), Millennium Management LLC ($447.26K), AQR Capital Management LLC ($286.27K), Invesco Ltd. ($281.32K), and M&G PLC ($182.81K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 5,014,525 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Which of Morningstar's major shareholders have been selling company stock?

Of the 185 institutional investors that sold Morningstar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($646.02K), Massachusetts Financial Services Co. MA ($561.58K), Bank of America Corp DE ($257.64K), Millennium Management LLC ($207.45K), Kayne Anderson Rudnick Investment Management LLC ($200.82K), Amundi ($192.05K), and Vanguard Group Inc. ($143.15K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 3,551,058 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NASDAQ:MORN) was last updated on 8/31/2025 by MarketBeat.com Staff
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